Ep #128: Larry Miles, Reinventing Wealth Management

LarryMiles is a Principal and shareholder of AdvicePeriod, a firm whose mission is to reinvent wealth management. His primary focus is providing strategic leadership for growth and profitability while driving and maintaining a culture of excellence.

Over a nearly two-decade career, Larry has developed a wealth of leadership and business development experience across national market management, coaching, and professional growth. His teams have won “#1 Best Place to Work in Los Angeles” two different years at two different companies—the only leader to ever accomplish this. Prior to joining AdvicePeriod, Larry was President of BNY Mellon’s largest Western Region. Larry started his career as an executive of a large independent RIA, where he facilitated a successful sale of that business to City National Bank.

Larry earned a BA from Amherst College, a Master of Science from the London School of Economics, and is a member of Young Presidents Organization. He was named to InvestmentNews’ 40 Under 40 list last year and is authoring a book on how to build a professional services firm of the future, due out later this year.